See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 41 W RIVERSIDE, SUITE 500 · SPOKANE, WA 99201 | Investment Management | $42,851 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0140847 PO BOX 1914 · BISMARCK, ND 58502 | Accounting | $15,580 |
EPIC RETIREMENT PLAN SERVICES11+ years Filed as: RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 42-1612198 P.O. BOX 1890 · SPOKANE VALLEY, WA 99037 | Recordkeeping | $12,145 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 · EIN 91-1413616 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,195 | $57,831+21.4% | $82,389-14.8% | $85,563-18.0% |
| Participation rate | 30.4% | 55.0%-24.5pp | 69.5%-39.1pp | 66.0%-35.5pp |
| Annual return | 15.63% | 17.86%-2.2pp | 28.67%-13.0pp | 31.51%-15.9pp |
| Employer contribution / active EE | $694 | $1,643-57.8% | $2,517-72.4% | $2,654-73.9% |
| Participant deferral / active EE | $1,820 | $3,118-41.6% | $4,155-56.2% | $4,375-58.4% |
| Admin fee / account holder | $209 | $1,391-85.0% | $7,231-97.1% | $834-75.0% |